See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,073 | $96,128+117.5% | $136,007+53.7% | $80,856+158.6% |
| Participation rate | 96.8% | 71.2%+25.5pp | 76.5%+20.3pp | 67.6%+29.1pp |
| Annual return | 13.30% | 28.71%-15.4pp | 579.32%-566.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $7,038 | $3,351+110.0% | $4,217+66.9% | $2,755+155.5% |
| Participant deferral / active EE | $12,825 | $5,709+124.7% | $7,025+82.6% | $4,296+198.6% |
| Admin fee / account holder | $28,049 | $8,236+240.6% | $6,858+309.0% | $6,918+305.5% |